Manufacturing & Supply Chain Enhancements Richard Marks
ERP 10.1 Manufacturing & SCM SCM Ease-of-Use & Enhancements for 10.1: Package Control Phase I All Setups and Sales Order Pick thru Pack via PCID Available To Promise - Define the number of days when a late PO Release is discarded and a new supply planned (currently hardcoded to two) Capable To Promise - Change CTP when it works with jobs to always do backwards from the required date Capable To Promise - Change the logic implemented to process PAA Multi-Company continuous processing and logging by company Demand Management updates to the logging showing performance times Demand Mgmt. User Hooks available in BPMs Time Zone change to use server time zone list (if Mark does not mention this one) Subcontractor Shipment Entry - Provided the "Next Lot" functionality at Subcontract Shipment. Master Pack Shipment Entry - Added to MES Master Pack Shipment Entry Added ability to add multiple packs at one time Customer Shipment Entry - Default previous order on line and enabled New Line without New Pack Order Entry - Added a flag to check/uncheck Ready to Process when SO created from a Quote Stage Ship Confirm Entry - Added to MES Workstation Maintenance - Added the ability to delete a Workstation Fulfillment Workbench - Added a Configuration Flag that allows orders to be accessible by the Fulfillment Workbench. This will be controlled by the "Ready to Process Flag" on the Order In Transit Stock Status - In Transit Stock Status Report - Add a new report which will show what is in transit Min Max Safety - Min Max Safety Mass Update - Add ability to mass calculate and update inventory min/max/safety values Stock Status - Added new filter for Part to selection criteria Company - Added an option to define the BOL starting number Part Transaction History Tracker - Added a Date Range filter to limited the amount of data retrieved Added Ship Via to Supplier Added Purchase Requisition Report Added Override Price List to Requisitions and PO Suggestions New Functionality for Override Price Lists (Prompt to Override Price and Disable Override Price List flags) New Flag Default Line Taxable at Company Configuration Enhanced the filtering on PO Suggestion Search Add "Review" flag to New and Change suggestion for ease of filtering results Supplier Tracker now uses the same.dll from Supplier Entry Added Promise Date and Due Date to Header tab Line Navigation bar at PO Releases Purchase Order Release Status Added Container details to PO Releases PO Line Due Date (internal) calculation from SO or Job New setting at Company Close PO Release at. Added Promise Date and Buyer options to Duplicate PO Added filters and retrieve button to PO Approval activity Simplified Receipt Entry screen consolidating Stock, Job Mtl, Job Subcontract and Other into a single "Lines" tab. 2 Automatically load previous packing slip if trying to add a new PO for the same Pack Re-arranged the Receipt Entry Tree to show Arrived vs Received New setting to "Use Last Warehouse/Bin" On Container Landed Cost entry, added Shipping Days to override the value from Shipment Class On Container Landed Cost entry, added Estimate Arrival Date and Need By date Ability to add multiple Purchase Contracts for the same supplier. The only restriction is dates do not overlap. Added a flag at the Generate Schedules process to run only to the Active (current) contract or all approved (including future) contracts Added contract information to the approval screen (start/end dates, percentage share, contract qty. vs. consumed qty.) Added part schedule information to approval screen (shift date, minimum forward span date, schedule firm date) MFG Ease-of-Use & Enhancements for 10.1: Quote Entry - The ability to enter Misc Charge/ODC on a quote line PLM Integration - Allow to set up which Part Revision is sent with the Part when these are sent to the PLM Integration PLM Integration - Enable the transfer of Operations into the Engineering Workbench. Scheduling - Add an "Autoconsume Window" so we can check if there is availability of the material on req date + window Scheduling - Add a flag to create the scheduling logs rather than using the default.txt in the c:\ drive Scheduling - Constrained Materials to avoid over commit (look demand in the lead time) Shop Load - Replaced the existing Executive Shopload dashboard Workqueue - Support paging and extra filters Time Phase - Time phase to load multiple parts at the same time EWB - Approve and Check in at the same time EWB - Job - Zero Quantity BOM Images - Images stored in the database Planning Contracts - Planning Contracts General - Transfer files from the sever to a local path MES - New screens available in the MES; More info, attachments, Where Used, PCID screen, Void Packs, Master Packs, Stage Config, BAQ searches. MRP - MRP to continue running if an unhandled error is raised MRP - MRP by Part, Part Class and Product Group Configurator PictureBox Input & Image Maintenance UI. Configurator Enhanced 'delete not allowed' messaging includes all places the record is used. UDMethods, global variables, inputs, makes for easy record replacement giving you a list of where used code references you have made. Configurator Ability to move inputs from one page to another using drag and drop on tree view. This makes for very easy page redesigns and reorganization such as consolidating or expanding your configurator to more and less pages. Configurator Ability to reference assemblies for ease of use when doing complex coding within your configurator like calling system or custom. Assembly DLL s. Configurator No Input configurators -allow document rules and method rules to execute automatically upon saving the line or getting details. Update your method of manufacturing and/or your order/quoting fields automatically with a custom rules base without the need for designing a configuration UI page. Configurator One click duplication of your part and configuration ID.
Manufacturing & Supply Chain Enhancements Package Control Zero Quantity BOM Calculate Minimum, Maximum & Safety Stock Parameters MRP by Part Planning Contracts Multi Job Scheduling 3
Package Control + The concept of Package Control is quite simply; The ability to manage or transact a group of items, via a unique identifier. This Called the Package Control Identifier (PCID) 4
Package Control Phase I Ad-hoc Package Control ID s Pre-populated PCIDs Parent / Child Package Control Inquiry Package Control Label Printing Benefits Full tracking control of items moving through the company Eliminate errors Reduce manual entry Faster processing 5
Package Control ID 6
Zero Quantity BOM Qty Per Parent can be set as Zero Engineering WorkBench Job Entry Quote Entry Reference Items Place Holders for As used Allows a Job Material to be set to zero if no longer needed 7
Calculate Minimum, Maximum & Safety Stock Parameters Set defaults on Part Class Entry Adjust exceptions on the Part>Site>Detail page New proposed values calculated & applied via a Workbench 8
Min-Max & Safety Calculations Total Usage = Total usage for sales and issues based on: The Part Class History window Part Class Include Sales Y/N Part Class Include WIP Issues Y/N Daily Usage = Total Usage / Part class History window Min stock = Daily Usage * lead time (Lead Time of Part or if Zero default Lead Time from Part Class) Safety Stock = Min stock * Safety Factor from Part Class (E.G. 20%) Max Stock = Min stock * Max stock Factor (E.G. 5x Cover) + Safety Stock 9
MRP by Part. Additional option to standard Net Change and Regenerative Run net change for selected: Part(s), Part Class and Product Group Will Explode down all Levels from Elected Part as applicable Therefore Demand for materials and sub assemblies are recognized Time Phased Display now Shows Last Run Date and Time by Part Benefits Limit processing to selected parts and their BOMs / Children Quick impact analysis 10
Planning Contracts Engineer to Order (Project Manufacturing) Environment Manufactured & Purchased Parts with Long Lead Time to be resourced Before the Design of Deliverables has been completed + Comprised of four new elements Project Stock Holding Locations Project Independent Demand Project MRP (Top Down or Bottom Up Planning) Project Inventory 11
Planning Contracts 6 Stock Receipt to Contract Warehouse/Bin Contract Type Planning Contract Inventory Usage Rules Parts Contract Controlled Independent Demand Epicor Transaction or Manual Entry Supply & Demand to Contract MRP By Contract Cascades Contract Reference To Contract Controlled Parts Down the BOM Levels 12 Replaces the non stock Buy and/or Make Direct Approach in the Engineer to Order Context
Planning Contracts - Projects + Project Planning Contract Contract Demand MRP raised Jobs/Suggestions, Purchase Orders & Stock Auto linked to Project via Contract MRP by Contract Project Supply Project Costing Project Inventory 13
Planning Contracts MRP by Contract One MRP run Multiple Cycles Planning Contract A MRP Planning Contract B MRP Planning Contract C MRP Non Contract MRP Part Site MRP Parameters 14
Planning Contracts 15
Planning Contract - Scenario Conveyor System (CVS) Power Train (CV-8500) Fabrication Control Panels Photo Eye Sensor (8500S-620) Requirement for sensor known prior to design/engineering Stocked Part used in other assemblies & for spares demand Long Lead Time cannot compromise availability Buy Part to the Project prevent use by other demands 16
Planning Contract Top Down Planning Planning Contract A Demand for Conveyor Demand for Power Train Demand for Sensor S.O Conveyor System Un firm Job for Conveyor Un firm Job for Power Train Suggestion for Sensor MRP for Contract A Stock of Sensor Contract A Purchase Receipt for Sensor 17
Buy Direct MRP Raise Un-firm Jobs, BUT No Suggestions for Buy Direct Firm Up Jobs, BUT MRP cannot then re-plan Sales Order Demand MRP/Purchase Suggestions No Suggestions for Un-firm Jobs Firm Up Jobs 18
Planning Contract Bottom Up Planning Planning Contract A Demand for Sensor Stock of Sensor Contract A Suggestion for Sensor Purchase Receipt for Sensor MRP Demand for Powertrain Stock of Powertrain Contract A Un firm Job for Powertrain Firm & Release MRP 19
Multi Job Scheduling + Make to Order Applies to Make Direct Jobs Implicit Material Constraints Scheduled Dates reflect Job Linkages 20
Multi Job Scheduling Calculate Global Scheduling Sequence Adjust Global Scheduling Sequence Job Scheduling Global Scheduling 21
Manufacturing & Supply Chain Enhancements Richard Marks